Map spend categories to product categories manually

You can manually map spend categories to product categories to better organize and manage your organization’s expenses by grouping similar goods or services into logical categories.

Before you begin

Role required: sn_spend_mgmt.category_manager_admin

Procedure

1. Navigate to All > Spend and Savings Management > Spend Categories.
2. Select New.
3. On the form, fill in the fields.

   Field	Description
   Category name	Name of the spend category.
   Category code	Code of the spend category.
   Spend category manager	Name of the spend category manager.
   Parent spend category	Category that contains more specific child categories or subcategories of spend.
   Sourcing manager	Name of the sourcing manager.

4. Select Submit.
   The Child Spend Categories, Product Categories, and Ledger Assignment Rules related lists appear.
5. Do the following:

   To	Do this
   Create child spend categories	Select the Child Spend Categories related list, and select New. On the form, fill in the fields. The Parent spend category field is auto-populated. See step 3 for a description of the field values on the Spend category form.
   Create product categories	Select the Product Categories related list and select Edit. In the collection list pop up window, do one of the following to move the categories to the Product Categories List Select a category and then click the right arrow icon () icon. Double-click a category. Note: In the Collection list, you can search for product categories by entering the category name or by using wild cards (*). Select Save.
   Create ledger assignment rules	Select the Ledger Assignment Rules related list and select New. For more information, see Create ledger assignment rules.

Related concepts

• Map spend categories to product categories using an Excel file
• Action or dismiss a savings opportunity